Planned Giving

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Donor Story - Part Gift and Part Sale
Part Gift and Part Sale
Susan and Kevin bought their first home many years ago. They had planned to build a second home so that their children could spend their summers along the lake....
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Personal Planner - How to Give Property to Children
How to Give Property to Children
Parents have a number of reasons for making gifts to children. First, a parent should have sufficient resources for retirement and for long-term care needs before making...
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Washington News - The New 'Taxpayer Friendly' IRS?
The New 'Taxpayer Friendly' IRS?
On June 13, the Senate passed the Taxpayer First Act (TFA) and sent the bill to the President for his signature. The bill to reform the IRS received praise from leaders...
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